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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate Detection an...
Microsoft Dynamics CRM (Archived)

Duplicate Detection and Merge

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Posted on by Amit Kumar Kashyap 5

Hello Community Leaders,

Can anyone please recommend a solution to find and merge duplicate accounts and contacts in CRM?

I have already tried native duplicate detection functionality in CRM. Unfortunately, it is not smart enough to detect duplicates in certain scenarios. For example: Multiple accounts created under account name - "Gatwick Airport" and "London Gatwick Airport"

Additionally, the native merge function only allows you to merge only two duplicates at a time. Therefore, making it difficult if you are dealing with a large data set with more than 2 potential duplicates.

Any help or suggestions on above topic will be highly appreciated.

Thanks in advance.

Amit

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  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: Duplicate Detection and Merge

    Hi,

    I had a similar requirement - what I did in the past was create a Console Application that connects to Dynamics 365.

    My Console App retrieved all the Accounts which had potential duplicates based on certain criteria, I would select the one that was most recently created and I would take the rest and merge them with the master record programmatically.

    I know it may seem a bit a long way, but I did it custom way giving me control of what all to detect and what to do with them.

    I'm not sure if you're comfortable with Plugins/Console Application approach.

    Hope this helps.

  • Ivan Burda Profile Picture
    Ivan Burda 115 on at
    RE: Duplicate Detection and Merge

    In Duplicates settings you have 3 choices for Account name

    - exact name

    - First X Characters

    - Last X Characters

    I had same issue when i import large number of Leads and have duplicates

    If i'm not mistaken you have account number that is unique for this duplicates?

    You can go in MS SQL for this CRM and write new query

    SELECT AccountNumber, COUNT(AccountNumber)

    FROM dbo.AccountBase

    GROUP BY AccountNumber

    HAVING COUNT(AccountNumber) > 1

    and then you can make changes for this rows when you have AccountNumber

    Hope this helps

  • Inogic Profile Picture
    Inogic 662 on at
    Duplicate Detection and Merge
    Hello Amit,

    I understand the challenges you're facing with the native duplicate detection functionality in CRM, especially when it comes to finding and merging a large number of duplicate records within CRM.

    To seamlessly detect and merge a large number of duplicate records. I recommend checking out the DeDupeD app by INOGIC, it lets you merge up to 10 duplicate records for any and all Dynamics 365 CRM entities, be they Custom or OOB, except email entity.

    With DeDupeD, you can identify duplicates even in complex scenarios like different variations of account names, such as "Gatwick Airport" and "London Gatwick Airport." Once you've identified the duplicates, you can seamlessly merge them directly from the individual record itself.

    For scenarios where you are dealing with a large number of duplicate records, for instance, if you want to clean up/merge 1000 duplicate records, the DeDupeD Windows-based tool comes in handy. It allows you to merge up to N numbers of duplicate records, ensuring data hygiene and preventing data inconsistencies.

    If you are interested in trying the app for your business needs, you can download the app for a 15-day free trial from Inogic’s website or Microsoft AppSource to get started!
     
    Thanks!

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